Getting Started for Accountants & Bookkeepers
35 articles
The 'Item Details' Page
The 'Tools' Menu
The 'Costs' Workspace
The ‘Bank’ Workspace
The 'Inbox' Page
The 'Sales' Workspace
The 'Practice Insights' Page
Submission History
The 'Client View' Page
The 'Archive' Page
Keyboard Shortcuts
The 'System Settings' Page
The 'Filter' Menu
The 'Suppliers' Page
The Dext Homepage
How to Use the Inline Calculator
Switching Between Organisations & Clients
Using Locations in Dext Prepare
How to Process your Sales Invoices
What Data is Extracted by Dext?
Does Dext Prepare Comply with Tax Authorities?
What Technology Does Dext use?
How Does Dext Prepare Convert Currency?
How To Get Rewarded For Referring Your Peers To Dext
How to Sign Up to Dext as an Accountant or Bookkeeper
Is There a Dext Mobile App?
Is There a Dext Community Resource?
Getting Started with Dext Prepare for Accountants & Bookkeepers
How to Add Multiple Client Accounts
How to Invite Someone to Use Dext Prepare
How to Set Up Your Customer List
How to Upload Your Suppliers List Into Dext Prepare
How to Set Up Your Category List
How to Add a Client Account
How to Set up Tax Rates in an Unintegrated Account